Introduction to Workflows

A workflow is a set of automated actions that occur according to specified conditions with a particular marketing purpose.

You can use workflows to segment your audience and send different campaign types, such as welcome series, birthday congrats, order confirmation, reactivation, etc.

There are 3 types of workflows:

• Triggered workflows launched by the event.
• Regular workflows launched for the selected segments based on the specified conditions.
• Workflows launched by the change in the contact's profile.

In Yespo, we use a drag-and-drop builder to create workflows. It is a constructor that uses blocks — the tasks and conditions that you can add to a workflow.

Workflow Editor Layout

The Workflow Editor consists of four main areas:

1. Top toolbar — rename the workflow and add tags, view or edit the workflow description, delete/duplicate a block, undo/redo actions, open the workflow preview, run a test launch, toggle the AI Chat assistant, and save the workflow.
2. Block panel (left) — search for a block by name, or browse the Actions, Sending, and Conditions groups described below.
3. Canvas (center) — the workspace where you drag blocks and connect them into a workflow. Use the zoom controls in the bottom-left corner to adjust the view.
4. Settings panel (right) — appears when you select a block on the canvas, letting you configure its parameters. Learn more about the settings of each block in the instructions for its block group.

Read more about building and editing workflows >

Workflow Blocks

Workflow blocks are divided into the following groups:

Actions

Control workflow execution and checkpoints, manage contacts, work with promo codes and orders, and integrate workflows with external services.

Sending

Deliver a message to a contact through a specific channel, including transactional sends and multi-variant testing.

Conditions

— check a contact's data or behavior against a rule and route them down a matching path; most blocks split into two paths (Yes/No), while Branch and Split route into more.

And Start block — not included in any group. It automatically appears in a new workflow by default.

Supported Data Access Formats in Workflow Blocks

All workflow blocks allow you to retrieve data from additional contact fields using the following case-insensitive access formats:

• data.get('fields').get('1234')

• data['fields'].get('1234')

• data['fields']['1234']

• data.get('fields')['1234']

• fields.get('1234')

• fields['1234']

In addition to ${parameter}, you can use the following variable formats in all blocks that support value validation:

• ${event.data.parameter} — a dot selector for nested parameters;
• ${event.array[0].parameter} — an index selector for array elements.

Workflow Context

Workflow context is a set of data about the contact and their behavior within a specific run: who the user is, which event triggered the workflow, and what additional data was received during its execution (for example, from a webhook).

Full access to the context in every block enables the workflow to respond to data in real time: you can personalize messages, build conditional branches, insert promo codes/links/order totals, and update contact fields without manual work — right when the user takes action.

The following types of context data can be distinguished:

• Contact fields: information from contact cards, such as demographics, loyalty level, or preferences.

• Event parameters: detailed information about the event that triggered the workflow — a list of products and the order amount, a promo code, etc.

• Event string data: JSON passed as a string with the event, for example, "{\"coupon\":\"SAVE10\",\"checkoutLink\":\"https:\/\/site.com\/checkout?cart=CART-98213\"}".

• Webhook response parameters: data received via webhooks from external sources, such as a personal promo code or authorization token.

• Order data: purchase details or order history.

  All workflow context data is available in its blocks. For example, to write the promo code used in the workflow to a contact card, you need to:

  • After the Get promo code block and the timer for data processing, add the Update custom fields block. Specify the required field and use a context variable, such as $contactId, to identify the contact whose profile should be updated.
  

As a result, the promo code used in the first workflow will be written to the contact profile.

Allowed Send Time Settings

Allowed time settings can increase the likelihood of a quick response to the campaign and communicate with subscribers at the most convenient time for them.

Workflow Examples

This section contains instructions for setting up the most common automatic workflows: subscription confirmation, welcome series, abandoned carts and views, etc. Read more >